Financial Advisor in Colmar
Wealth management, portfolio management, tax planning, and personal insurance solutions – We help you reduce your tax burden and improve your financial performance.
Our financial expertise
Wealth management
We are specialized in property investments and we are equipped to support you in your management of your real estate assets.
Financial investment
Diversify and grow your capital with high-yield opportunities, including stocks, real estate investment trusts, unlisted investments, and other options tailored to your financial objectives.
Tax optimization and reduction
Optimize your taxation with advantageous tax schemes such as the Censi-Bouvard law, SME-focused assets, and other personalized strategies to optimize your taxation while securing your wealth.
Insurance & financial protection
Protect your financial future and your family’s well-being with personalized plans, including long-term insurance, income security, medical insurance, and family-focused safeguards, in collaboration with our reliable partners.
What our clients say
Officially Accredited
With over 400 businesses accompanied monthly, we are officially accredited by the French tax authorities to submit electronic tax filings, ensuring rigorous and fully compliant accounting services.
Get in touch!
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Contact
For general inquiries, please visit our blog or watch our YouTube videos.
Why choose French Tax Online as your financial advisor in Colmar?
At French Tax Online, we are committed to being your trusted partner for financial and tax management in France. With a proven track record and a team led by three certified chartered accountants, we guide our clients in making strategic financial decisions with integrity, transparency, and efficiency.
Our team behind the door.
Our Vision.
We aim to be the most reliable tax reference partner for foreigners in France.
Our Mission.
Our mission is to build customer relationships founded on commitment, integrity, and mutual trust.
We offer our customers a high level of expertise and service quality, ensuring that they feel valued and unnecessary costs are minimized.
FAQ: Financial advisor in Colmar
Why hire a financial advisor in Colmar?
The choices you make regarding your finances today can have a lasting effect on your tax liability and financial organization. A Colmar-based wealth advisor is here to help you optimize your choices and plan optimal approaches for your wealth.
With deep expertise in the French tax system, especially for expats and overseas investors, a financial advisor provides tailored recommendations to maximize your financial potential while minimizing risks. Whether you want to lower your fiscal exposure, plan for retirement, or build a solid wealth structure, we support you at each stage.
What is the cost of wealth management advice?
We charge €700 per hour for consultations. At our firm, we provide clear and actionable financial guidance. A professional and high-quality financial strategy can deliver meaningful financial benefits over time.
How does a consultation with FTO work?
Meeting with one of our financial advisors is based on a clear, step-by-step methodology to ensure tailored, high-impact assistance:
During the introductory session, we get a full picture of your financial goals, current taxation, and asset allocation strategies. Whether it’s tax optimization, property acquisition, expatriation, or wealth management, this step defines our strategic approach.
After a detailed review, our advisor shares strategic options. We walk you through the alternatives, any relevant fiscal incentives, and necessary precautions to avoid costly mistakes.
Once solutions are identified, we support you in applying them, including paperwork, investment choices, and declaring your taxes efficiently.
Depending on your needs, we offer continuous support to adapt your approach according to economic shifts, new regulations, or your life circumstances. Our experts ensure that your decisions remain aligned with your financial objectives.
Can I get a free consultation?
Our consultations are paid to guarantee high-quality, personalized service. Each analysis is carefully conducted by an expert who reviews your case in detail to provide recommendations tailored to your specific situation.
You can also get an initial 15 minute free consultation with our sales director to understand your situation and ensure our service is right for you. Click here to book it now.